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Guides

Straight answers, written by the CPA who’d file it.

971 plain-English guides on cross-border moves, US and Canadian returns, and small-business money. Each one ends in what to do next, and says when a written Diagnostic is the smarter first step.

All Cross-BorderUS TaxCanadian TaxSmall Business & BookkeepingCFO & AdvisoryTax Planning

Page 33 of 41, newest first.

US Tax

Trucking Bookkeeping for Owner-Operators: What to Track, How to Organize, and What the IRS Expects

An owner-operator's bookkeeping determines the tax bill, the audit risk, and whether they know if they're making money.

Aug 27, 2026
US Tax

Trucking Entity Structure: LLC, S-Corp, or Sole Prop for Owner-Operators

The entity choice changes how much self-employment tax an owner-operator pays and how much liability protection exists.

Aug 27, 2026
US Tax

Form 2290 Heavy Vehicle Use Tax: Who Files, When It's Due, and How to Handle It

If you own or operate a truck with a taxable gross weight of 55,000 pounds or more, the IRS wants a Form 2290 from you every year.

Aug 27, 2026
US Tax

Fuel Tax Credits (Form 4136) and IFTA for Truckers: What You Can Claim

Owner-operators pay federal excise tax on every gallon of diesel. On top of that, every state levies its own fuel tax, and the rates vary wildly.

Aug 27, 2026
US Tax

Trucking IRS Audit Triggers: What Gets Owner-Operators Flagged and How to Defend

Owner-operators are high-audit-risk taxpayers. Large deductions, cash operations, and per diem claims put truckers on the IRS radar.

Aug 27, 2026
US Tax

Leased Truck Tax Deductions: Lease-Purchase Programs, True Leases, and What You Can Write Off

How the IRS classifies your truck lease as a true lease or conditional sale, and why the answer controls whether you deduct payments, depreciation.

Aug 27, 2026
US Tax

Owner-Operator Tax Deductions: Per Diem, Fuel, Truck Payments, and Everything Else the IRS Allows

The full list of owner-operator tax deductions, how per diem works, when actual expenses beat the standard mileage rate, and what records the IRS expects.

Aug 27, 2026
US Tax

Owner-Operator vs Company Driver: Tax Differences, Deductions, and Which Pays Less

How taxes work for W-2 company drivers versus 1099 owner-operators, what each side can deduct, and what changes when you switch from one to the other.

Aug 27, 2026
US Tax

Trucking Retirement Planning: SEP IRA, Solo 401(k), and Building Wealth as an Owner-Operator

Self-employed truckers can shelter $60,000 or more per year from tax with the right retirement plan.

Aug 27, 2026
US Tax

Truck Depreciation for Owner-Operators: Section 179, Bonus Depreciation, and MACRS

Each mechanism has different dollar limits, different income limitations, and different consequences when you eventually sell or trade the truck.

Aug 27, 2026
US Tax

Trust Fund Recovery Penalty (TFRP): Personal Liability for Business Payroll Taxes

When a business withholds federal income tax, Social Security, and Medicare from employees' paychecks but does not send those withheld amounts to the IRS.

Aug 27, 2026
US Tax

Unallowable Costs Under FAR 31.205: What Government Contractors Cannot Charge

When you bill the federal government for costs incurred on a contract, the government does not pay for everything.

Aug 27, 2026
Cross-Border

US Estate Tax on a Canadian's Florida Vacation Rental

US real property is a US-situs asset for estate tax purposes, and the $60,000 NRA exemption covers almost nothing.

Aug 27, 2026
Cross-Border

My US LLC Is Now on Airbnb. What Changed for Canadian Tax?

Listing a US LLC on Airbnb changes the trade-or-business classification, withholding, and FAPI on the Canadian side.

Aug 27, 2026
Cross-Border

US person as trustee of a Canadian trust: the tax complications

A US citizen or green card holder as trustee can change a Canadian trust's US classification, trigger annual reporting.

Aug 27, 2026
Cross-Border

Wash sale vs superficial loss: cross-border guide

How the US wash sale rule and Canada's superficial loss rule interact for cross-border investors harvesting tax losses across both countries.

Aug 27, 2026
Canadian Tax

CRA Audit vs Review Letter: What's the Difference and How to Respond

The CRA sends different types of letters, and people call all of them "an audit." They are not the same thing.

Aug 26, 2026
Canadian Tax

CRA Collections: Garnishment, Frozen Accounts, and How to Stop Them

What happens when the CRA starts collecting: Requirements to Pay, wage garnishment, frozen accounts, liens, and the five ways to stop or slow it.

Aug 26, 2026
Canadian Tax

CRA Gross Negligence Penalty (Section 163(2)): What It Means and How to Defend

What the CRA's gross negligence penalty under section 163(2) requires, how it differs from a regular penalty, and the burden of proof the CRA must meet.

Aug 26, 2026
Canadian Tax

CRA Notice of Objection: How to File One and What to Expect

How to file a CRA notice of objection, the 90-day deadline, what to write, real success rates, and your options if the CRA says no. Includes Form T400A.

Aug 26, 2026
Canadian Tax

I Got a CRA Reassessment and I Think It's Wrong. What Do I Do?

What to do when you disagree with a CRA reassessment. Objection deadlines, what to write, real success rates, interest during the dispute, and Tax Court.

Aug 26, 2026
Cross-Border

CRA T1135 Penalties: Missed Foreign Property Reporting and How to Fix It

The penalties apply even if you reported all the income from those accounts on your return and owe zero additional tax.

Aug 26, 2026
Cross-Border

CRA VDP for Cross-Border Filers: Coordinating with IRS Streamlined

If you are a US person with Canadian filing obligations (or a Canadian resident with US filing obligations) and you are behind on both sides.

Aug 26, 2026
Cross-Border

FBAR Penalties: The Decision Tree

The wrong route can turn a zero-penalty fix into a six-figure bill, and the right route can take a potential $100,000+ exposure and resolve it for nothing.

Aug 26, 2026